The stats tell the story: 64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels¹ So here's the question: What are you doing to ensure that your marketing is crafted precisely, deployed proactively, and targeted to reach the right people at the right time? As a leading brand marketing and consulting firm, focused exclusively on financial services, The Rudin Group is uniquely equipped to help you prosper from these profound shifts in client expectations. Years of immersion in the HNW market, and a network of professional contacts that reaches into the highest levels of wealth management, have honed our understanding of the attitudes and behaviors of HNW communities. We use this understanding to connect our clients to affluent individuals through a proprietary brand ecosystem: a codified and compliant system of cross-channel insights and assets distributed to the right person, through the right channel, when most relevant. Our work will position you as an indispensable advisor, build brand awareness, and fuel top-line growth.

Today, it takes an ecosystem

An Engine for Engagement

The Rudin Group Brand Ecosystem

Thought Leadership

We mine your intellectual capital, expertise, know-how and industry knowledge to develop the insights we'll use to differentiate your brand through meaningful content that helps position you as a thought leader.

Content Development

We explore industry trends, market perceptions and the decision drivers that fuel your messaging. We develop modular, compelling, and compliant tools that allow you to attract and engage with your ideal clients and prospects.

Distribution

Your messaging needs to reach the right people on the right platforms. From HNW individuals to key centers of influence, we create the systems and processes that broadcast and reinforce your message through owned, paid and earned channels, both on and offline.

Feedback

Here's where metrics count. By mining the back-end analytics, we optimize the program or campaign, continually tweaking and modifying platforms, messaging and design to ensure maximum visibility that drive your clients to action.

Engagement

The Rudin Group’s Brand Ecosystem gets the conversation started and keeps it going with your target audience: the Babyboomer and NextGen HNW markets. With our unmatched combination of experience, talent, skills and creativity, we'll translate your strategic objectives into real-world results: client acquisition, retention, and increased AUM.

SEE WHAT WE DO AND FOR WHOM